Client Service Specialist - Commercial Lines

About the Role

Relation Insurance is seeking a Client Service Specialist to execute all administrative tasks related to account management and policy servicing. This role ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.

Responsibilities

• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
• Handles endorsements, including entering them on company websites, following up on endorsements not received from carriers, checking endorsements for accuracy, billing endorsements, and sending them to clients.
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
• Enters and rates policies in carrier websites and orders new policies as needed.
• Issues standard certificates of insurance and other forms (e.g., EOP, Binders).
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
• Tracks claims and updates the agency management system with activity, payments, and closures.
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients.
• Orders motor vehicle reports (MVRs) and loss runs as directed.
• Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks as assigned.

Requirements

• A Property and Casualty License from the state of domicile may be required within 90 days of hire and must be maintained thereafter.
• Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
• High School Diploma or equivalent.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• 1+ year of experience in Customer Service preferred.
• Knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures preferred.
• Working knowledge of commercial lines of coverage preferred.
• Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.
• Outstanding interpersonal and communication skills to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to understand written and oral communications and interpret information within policies.
• Ability to work independently with limited daily supervision and to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Benefits

• Competitive pay.
• Comprehensive benefits program including family health and wellness programs, 401K, employee assistance programs, paid time off, and paid holidays.
• Career advancement and development opportunities.

Pay

$15.38 - $35.58 per hour.